Ameriprise Org Chart & Sales Intelligence Report

Ameriprise Org Chart & Sales Intelligence Report

Ameriprise logo



Ameriprise Financial, Inc.
1099 Ameriprise Financial Center
Minneapolis, MN 55474
United States
Main Phone: (612) 671-3131
Industry Sector: Financial Services - Asset Management
Full Time Employees: 13,800
Annual Revenues: $16.1 Billion USD
Fiscal Year End: December 31, 2024
CEO: James M. Cracchiolo, Chairman & CEO

Ameriprise is ranked #289 on the 2023 Fortune 500 list


What is the Ameriprise Mission Statement and Business Philosophy?

Ameriprise's mission statement focuses on being a leader in financial planning and helping clients achieve their financial goals. Their business philosophy centers around a personal and comprehensive approach with a network of financial advisors. They believe having the right advisor, the right advice, and the right firm is key to financial success.

Here's a breakdown of their mission and business philosophy:

  • Mission: To be a leader in financial planning, helping millions of clients achieve their financial goals.
  • Business Philosophy: Providing a personal and comprehensive financial planning approach through a network of financial advisors.

Who is the current CEO of Ameriprise?

James "Jim" Cracchiolo CEO Ameriprise
James "Jim" Cracchiolo is currently the Chairman and Chief Executive Officer (CEO) of Ameriprise Financial, a leading financial services company focused on the needs of affluent and mass affluent clients. He has held this position since September 2005, when Ameriprise spun off from American Express.


Cracchiolo has extensive experience in the financial services industry, with over 40 years under his belt. Before leading Ameriprise, he held various high-level positions at American Express, including CEO of Travel Related Services International.

Who is on the Ameriprise Executive Leadership team in 2024?

William F. Truscott CEO – Global Asset Management (612) 671-3131 Ameriprise Financial {first}.{last}
Kelli Hunter Petruzillo Executive Vice President – Human Resources (612) 671-3131 Ameriprise Financial {first}.{last}
Deirdre McGraw Executive Vice President – Marketing, Corporate Communications and Community Relations (612) 671-3131 Ameriprise Financial {first}.{last}
Walter S. Berman Executive Vice President and Chief Financial Officer (612) 671-3131 Ameriprise Financial {first}.{last}
Heather Melloh Executive Vice President and General Counsel (612) 671-3131 Ameriprise Financial {first}.{last}
Pat O'Connell Executive Vice President, President Ameriprise Advisor & Ameriprise Financial (612) 671-3131 Ameriprise Financial {first}.{last}
Bill Williams Executive Vice President, President Ameriprise Franchise Group (612) 671-3131 Ameriprise Financial {first}.{last}
William Davies Global Chief Investment Officer, Columbia Threadneedle Investments (612) 671-3131 Ameriprise Financial {first}.{last}
David Logan Head of EMEA and Global Business Operations (612) 671-3131 Ameriprise Financial {first}.{last}
Joseph E. Sweeney President – Advice & Wealth Management, Products and Service Delivery (612) 671-3131 Ameriprise Financial {first}.{last}
Gumer Alvero President – Insurance and Annuities (612) 671-3131 Ameriprise Financial {first}.{last}

What are Ameriprise’s growth strategies for 2024 and beyond?

Based on their recent insights on the market outlook, they seem to be emphasizing a couple of key areas for 2024 which could potentially influence their future direction as well:

1. Broadening Investment Focus: Ameriprise anticipates a more balanced market in 2024 compared to the AI-tech heavy leadership of 2023 This suggests they might focus on recommending a wider range of investments, including:

    • Bond Proxy Sectors: Companies in consumer staples, utilities, and real estate, which tend to perform well in stable economic environments.
    • Small-Cap Stocks: These have the potential for higher growth compared to large-cap stocks.

2. Dividend Growth Strategies: With a potential Fed rate cut and inflation, Ameriprise believes dividend-paying stocks could become more attractive in 2024. Their focus might shift towards:

    • Companies with a history of increasing their dividends over time rather than just high-dividend yield stocks.

Who are Ameriprise’s top competitors in the marketplace?

Ameriprise Financial operates in the wealth management and financial planning space, so their top competitors depend on the specific service being offered. Here's a breakdown of some of their key competitors across different segments:

Full-service brokerage: Charles Schwab, TD Ameritrade, and Fidelity Investments

Financial planning: Vanguard Group, Personal Capital, Betterment

Retirement services: Empower, Principal Financial Group, TIAA, The Hartford

These are just a few examples, and the competitive landscape can vary depending on the specific client needs and services offered.

Who was elected to Ameriprise’s Board of Directors in 2024?

Amy DiGeso Board Member (612) 671-3131 Ameriprise Financial {first}.{last}
Armando Pimentel, Jr. Board Member (612) 671-3131 Ameriprise Financial {first}.{last}
Brian T. Shea Board Member (612) 671-3131 Ameriprise Financial {first}.{last}
Christopher J. Williams Board Member (612) 671-3131 Ameriprise Financial {first}.{last}
Dianne Neal Blixt Board Member (612) 671-3131 Ameriprise Financial {first}.{last}
W. Edward Walter III Board Member (612) 671-3131 Ameriprise Financial {first}.{last}
James M. Cracchiolo Chairman (612) 671-3131 Ameriprise Financial {first}.{last}
Robert F. Sharpe, Jr. Presiding Director (612) 671-3131 Ameriprise Financial {first}.{last}

What Technology Platforms have been deployed across Ameriprise?

Ameriprise Technographic Profile

We found more than 2,300 IT Vendors & Product in use across Ameriprise.

Some of the highlights include the following technology companies:

Adobe Google Riverbed
Amazon AWS HCL Salesforce
Amdocs HPE SAP
Apache Open Source IBM SAS
ASG Software Informatica ServiceNow
Atlassian Micro Focus Software AG
BMC Software Microsoft Symantec
Broadcom Microsoft Azure Tableau
Charles River NetApp Teradata
Cirtrix OpenText Veeam
Cisco Oracle Veeva
Dell EMC Oracle PeopleSoft Veritas
Dynatrace Palo Alto VMware
FireEye Pega Workday
FIS Quest  
Fortinet Red Hat  

Ameriprise SWOT Analysis

Ameriprise SWOT Analysis


  • Strong Brand Reputation: Ameriprise has a long history (founded in 1893) and a solid reputation for financial services, particularly wealth management, within the affluent and mass affluent client segments.
  • Large and Experienced Advisor Network: Ameriprise boasts a vast network of financial advisors who are well-trained and experienced in providing personalized financial planning and investment guidance.
  • Diversified Product and Service Offerings: Ameriprise offers a comprehensive suite of financial products and services, including wealth management, asset management, annuities, retirement planning, and insurance solutions.
  • Strong Financial Performance: Ameriprise has a history of consistent financial performance with healthy revenue streams and profitability.
  • Focus on Client Relationships: Ameriprise emphasizes building strong, long-term relationships with its clients.


  • Dependence on Traditional Advisor Model: Ameriprise's business model relies heavily on its advisor network, which might be susceptible to advisor attrition or inability to keep up with technological advancements.
  • High Fees: Compared to some robo-advisor competitors, Ameriprise's fees can be perceived as higher, potentially limiting their appeal to cost-conscious clients.
  • Limited Technological Integration: While Ameriprise is investing in technology, some competitors might be ahead in terms of offering a fully integrated digital wealth management experience.
  • Vulnerability to Economic Downturns: The financial services industry is sensitive to economic fluctuations, and Ameriprise's client base and revenue streams could be impacted during recessions.


  • Growth in Affluent Market: The affluent and mass affluent client segments Ameriprise caters to are projected to continue growing in the coming years.
  • Technological Innovation: Ameriprise can leverage technology to enhance their client experience, improve efficiency, and potentially reach new client segments through digital wealth management solutions.
  • Expansion into New Markets: Ameriprise has the potential to expand its geographic reach or explore new service offerings like sustainable investing.
  • Acquisitions and Partnerships: Strategic acquisitions or partnerships with fintech companies could accelerate Ameriprise's technological advancements and reach.


  • Competition: The financial services industry is highly competitive, with established players like Charles Schwab and new entrants like robo-advisors vying for market share.
  • Regulatory Changes: Regulatory changes in the financial services industry could increase compliance costs or limit Ameriprise's product and service offerings.
  • Cybersecurity Threats: The financial services industry is a prime target for cyberattacks, and Ameriprise needs to continuously invest in robust cybersecurity measures to protect client data.
  • Economic Uncertainty: Global economic uncertainty or rising interest rates could negatively impact client investment behavior and Ameriprise's overall revenue.

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